PandaDoc for monday.com
Create, track and send documents for eSignature in real-time – directly within your monday.com CRM.
Everything you need to manage your business – all in one place
Unlock enhanced productivity
Combine two windows into one with our monday.com integration. Bring the document automation capabilities of PandaDoc – document creation, management, and tracking – inside of monday CRM and get more done in less time.
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Streamline repetitive tasks
Eliminate unnecessary busy work with a centralized hub for your entire customer journey. You can easily create and send customized PandaDoc documents using variables pulled from the monday CRM.
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Eliminate inefficient processes
Work gets done faster when everyone’s on the same page. Increase visibility and track the status of your documents in monday CRM with real-time notifications when a prospect takes action on a document.
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Collect eSignatures in a flash
Keep your docs moving with a fast, secure eSignature. You can now eSign documents directly within monday CRM.
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Who uses PandaDoc for monday.com?
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Sales and account management teams
Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location.
Small businesses
Small businesses use the PandaDoc + monday.com integration as an end-to-end solution for business operations. With this integration, businesses can create a single source of truth for all sales activities.
Streamline your document workflow
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